At Platinum IFS, our expert advisers have 20 years experience in providing friendly and impartial financial advice.
We pride ourselves on our friendly and approachable nature, committed to putting clients at the heart of everything we do and developing long-term relationships with them. We ensure we understand the individual needs of each client so we can implement a tailored financial plan to address those needs.
We want to ensure that we continue to move forward and to work hard to aspire to be the best we can be now and in the future. It is important to us that Platinum and the people within it take time to continue to develop personally and professionally and that our clients will always remain at the centre of everything we do. This is reflected in our company values and weaves through everything we do.
We are an independently owned financial planning firm in Sale offering face-to-face financial advice to individuals, their families and business owners across the country.
Our advisers are highly qualified but more importantly offer a wealth of experience and technical knowledge on all financial matters and specialist areas. However complex your situation may appear, we will certainly be able to help you make the most successful decisions.
Financial Conduct Authority
The Financial Conduct Authority is the conduct regulator for financial services firms. Platinum IFS being one of these. www.fca.org.uk
Chartered Financial Planners
Chartered Financial Planner. The CII’s title Chartered Financial Planner is a widely accepted ‘gold standard’ qualification for professional financial planners and financial advisers in the United Kingdom.
‘Called in to get a mortgage as a first time house buyer… just to compare quotes and rates initially. Got the best offer from platinum, Nick and Eeshan helped me throughout the process.
All in all, great company with good contacts and helpful staff.
5 stars !!’
‘Platinum helped me understand what to do with my pension. They dealt with me in a very comfortable manner and kept me updated all along the way. I wouldn’t hesitate to recommend them to my friends and family.’
‘What a great service!! Dealt with my wife’s pension transfer. We will be moving our other investments to them now. Very trustworthy and knowledgeable. Head and shoulders above other IFAs we have dealt with. Will recommend our family and friends to them.’
Want to know more?
To find out more or to arrange a meeting with us, please call
0161 718 8328, or email email@example.com